Location Logan, Utah, United States Regions Western US Gender Male Also Known As John Mickelson Logan Utah
Website www.wealth-advocates.com/team/john-mickelson LinkedIn View on LinkedIn
John Mickelson is a wealth manager in Logan, Utah, who guides Wealth Advocates as founding partner. He holds qualifications as an advanced estate planner and chartered financial consultant. For the past two decades, John Mickelson has been a member of the Million Dollar Round Table. He is also the former president of the Estate Planning Council of
Northern Utah. In addition, he is a Life Underwriter Training Council fellow.
Mr. Mickelson coordinates bespoke asset allocation services with respected insurance and investment providers. He efficiently directs funds toward retirement and estate planning goals, and informs the financial decisions of business owners. He gained early experience in his field with the Beneficial Financial Group and the New York Life Insurance Company, and was recognized by both companies as New Agent of the Year.
Mr. Mickelson pursued higher education at Utah State University, and subsequently attended Brigham Young University's Marriott School of Management. In addition to earning a bachelor’s degree in international finance, he minored in marketing, Spanish, accounting, and economics. He also holds an MS in financial services earned at The American College. In his free time, he enjoys traveling and playing tennis. He is also a longtime Utah Jazz fan.
